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State Street SPDR Portfolio Short Term Corporate Bond ETF

527 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 176 increasing their positions, 221 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% less ownership

Funds ownership: 70.56%69.39% (-1.2%)

4% less funds holding

Funds holding: 547527 (-20)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

11% less capital invested

Capital invested by funds: $5.77B → $5.11B (-$660M)

20% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 61

20% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 221

Holders
527
Holders Change
-20
Holders Change %
-3.66%
% of All Funds
8.36%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
49
Increased
176
Reduced
221
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
101
Courier Capital
New York
$7.61M -$606K -20,630 -7%
SFP
102
Sweet Financial Partners
Minnesota
$7.57M +$323K +11,005 +4%
MD
103
Money Design
Japan
$7.52M +$155K +5,264 +2%
RL
104
Rogco LP
Oklahoma
$7.42M +$7.43M +253,079 New
FA
105
FDx Advisors
Illinois
$7.4M +$198K +6,734 +3%
JP Morgan Chase
106
JP Morgan Chase
New York
$7.34M -$135M -4,588,646 -95%
Cohen & Steers
107
Cohen & Steers
New York
$7.33M +$4.58M +155,890 +165%
MWM
108
Mascoma Wealth Management
New Hampshire
$7.31M +$273K +9,290 +4%
FTUS
109
Flow Traders U.S.
New York
$7.14M +$7.15M +243,472 New
EWM
110
Empirical Wealth Management
Washington
$7.13M -$1.81M -61,705 -20%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$7.08M -$1.83M -62,217 -20%
MERSOM
112
Municipal Employees' Retirement System of Michigan
Michigan
$7.03M
VIM
113
Vista Investment Management
Pennsylvania
$7.02M -$179K -6,084 -2%
HH
114
Hilltop Holdings
Texas
$6.93M -$313K -10,654 -4%
RWM
115
Revisor Wealth Management
Ohio
$6.72M +$2.15M +73,127 +47%
T
116
TrueFG
Texas
$6.46M +$117K +3,979 +2%
IF
117
IRON Financial
Illinois
$6.43M -$627K -21,367 -9%
CFGF
118
Compass Financial Group (Florida)
Florida
$6.32M +$166K +5,663 +3%
MML Investors Services
119
MML Investors Services
Massachusetts
$6.16M -$449K -15,284 -7%
VAG
120
VisionPoint Advisory Group
Texas
$6.12M +$213K +7,262 +4%
B
121
Bailard
California
$6.1M -$826K -28,132 -12%
MCP
122
Martin Capital Partners
Oregon
$6.02M +$48.8K +1,660 +0.8%
AIM
123
Allen Investment Management
New York
$6M
WI
124
WrapManager Inc
California
$5.98M -$108K -3,692 -2%
CIP
125
Capital Insight Partners
Arizona
$5.96M +$5.6M +190,795 +1,523%